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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
301
Naples Global Advisors
Florida
$862K +$75.1K +1,965 +10%
HFS
302
HL Financial Services
Kentucky
$845K +$21.9K +572 +3%
EFS
303
Essex Financial Services
Connecticut
$835K +$7.95K +208 +1%
TFA
304
Transamerica Financial Advisors
Florida
$827K -$2.66M -69,508 -77%
CSIA
305
Charles Schwab Investment Advisory
California
$817K -$124K -3,234 -13%
SHA
306
Smith Hayes Advisers
Nebraska
$817K +$16.5K +432 +2%
WA
307
WFG Advisors
Texas
$807K +$55.1K +1,442 +7%
HTC
308
Haverford Trust Company
Pennsylvania
$803K – – –
CPS
309
Counsel Portfolio Services
Ontario, Canada
$797K +$780K +20,414 New
MLM
310
Mount Lucas Management
Pennsylvania
$797K +$780K +20,414 New
BJL
311
Brighton Jones LLC
Washington
$757K +$31.2K +817 +4%
OIA
312
Optimum Investment Advisors
Illinois
$745K +$161K +4,200 +28%
WSFS
313
Wilmington Savings Fund Society
Delaware
$738K +$66.6K +1,742 +10%
TCM
314
Telos Capital Management
California
$735K -$4.32K -113 -0.6%
KFA
315
Kelleher Financial Advisors
New York
$729K -$21.8K -570 -3%
IFAM
316
Institutional & Family Asset Management
Colorado
$724K – – –
CG
317
Caprock Group
Idaho
$724K +$443K +11,582 +166%
HPC
318
HM Payson & Co
Maine
$721K -$2.79K -73 -0.4%
KC
319
Kingfisher Capital
North Carolina
$720K -$956 -25 -0.1%
MWAC
320
Mariner Wealth Advisors (Cincinnati)
Ohio
$719K +$195K +5,091 +38%
IH
321
IFC Holdings
Florida
$711K -$1.98M -51,800 -74%
FNBOO
322
First National Bank of Omaha
Nebraska
$711K -$268K -7,000 -28%
FA
323
FDx Advisors
Illinois
$711K +$73.5K +1,923 +12%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$703K +$9.82K +257 +1%
CAL
325
Capital Analysts LLC
Pennsylvania
$699K -$153K -4,010 -18%
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